EnglishEnhance customer experience in insurance through digitalization
Spend your time on customer relationships, not on tedious paperwork and inefficient processes.
The basis for an innovative and top-notch insurance offering are seamless, optimized workflows.
How to build a lean, modern and future-proof business
Our must-have guide shows you:
- How to overcome the biggest challenges facing banking and insurance
- The key steps to modernization and benefits of AI and automation
- A tale of 4 digital pioneers – success stories from our customers in banking and insurance who have made the move and modernized
A seamless flow of information across your business
Self-service contract signing
New customers want to choose and compare products for themselves online and then sign up in just a few mouse-clicks, 24/7. To stay competitive, insurance providers must attract new customers via a variety of routes — which means paying greater attention to efficient information management.
Data capture and offer creation in minutes
Choose an enterprise content management system like Doxis, which connects to your third-party systems. The platform customizes to your needs with diverse integration options and add-ons, like the Doxis document reader for reading personal identity documents and more. You benefit from significantly faster contract signings and a connected software ecosystem.
Information was stuck in silos across the company. But we needed this information to be available whenever our employees had direct contact with customers. It was time for a company-wide ECM strategy.
Markus Saladin, Head of the ECM Program, Helvetia
Cut lead times through process automation and AI
AI-powered claims management
Input management at its best
Settling damage claims within three working days has long been possible with the automation of simple business cases. Customers report damages via self-service channels, and the arrival of this information launches a workflow in Doxis. The system automatically creates a damage eFile/case eFile in the corresponding customer eFile, updates it with the claim number and assigns the eFile to the right person for further processing. They can immediately begin working on the claim rather than wasting time on data entry.
AI-powered sentiment analysis recognizes the customer’s emotional tone to ensure, for instance, that irate customers are directly routed to the right experts.
Holistic digitalization strategy
Digitalization means digitally replicating processes in their entirety, standardizing workflows and managing data at a central location. Data on customers, employees, suppliers and partners is all stored securely in one central system with role-based access.
"The customers notice how much faster we can process their requests. We are now able to answer a customer inquiry within two days, which is technically feasible thanks to Doxis."
Alexander Erpenbach, Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service, DEVK
Clear out the clutter: Modernize your legacy systems
Replace outdated, costly, time-consuming legacy systems with modern solutions. The Doxis ECM platform and solution suites strike a balance between individual workflows and standardized best practices — making migration much easier, with less need for testing, faster installation of add-on options and simpler upgrades.
Learn more about these digital pioneers in insurance
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